Adding Scheduling Information

The Scheduling tab of the Office Data Entry window provides the schedule display order for each member of your staff.

To add scheduling information:

  1. In the Office Data Entry window, click the Scheduling tab.

  2. From the Available Staff section, click and drag the names of staff members to the Scheduler Display Order section in the order that you want the staff members’ schedules to be displayed.

  3. To change the order of the records in the Scheduler Display Order area, click and drag a record to a new position.

  1. Select the Retrieve Appointment Notes Automatically checkbox to display appointment notes on the selected office’s scheduler.

  2. Click Ok.